Madison Asset Management’s Morgan Stanley MS Stock Holding History

Madison Asset Management’s Portfolio MS Stock Details MS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.9M	Sell	37,780 -5,010	-12%	-$992K	0.09%	147
2026 Q1	$7.04M	Sell	42,790 -58,318	-58%	-$10.1M	0.09%	147
2025 Q4	$17.9M	Sell	101,108 -22,085	-18%	-$3.68M	0.21%	99
2025 Q3	$19.6M	Sell	123,193 -23,095	-16%	-$3.41M	0.22%	94
2025 Q2	$20.6M	Sell	146,288 -9,046	-6%	-$1.11M	0.22%	90
2025 Q1	$18.1M	Sell	155,334 -11,372	-7%	-$1.47M	0.2%	101
2024 Q4	$21M	Sell	166,706 -54,485	-25%	-$6.71M	0.24%	93
2024 Q3	$23.1M	Sell	221,191 -70,145	-24%	-$7.06M	0.26%	93
2024 Q2	$28.3M	Sell	291,336 -54,752	-16%	-$5.21M	0.35%	79
2024 Q1	$32.6M	Buy	346,088 +9,902	+3%	+$872K	0.4%	69
2023 Q4	$31.3M	Sell	336,186 -17,234	-5%	-$1.38M	0.42%	71
2023 Q3	$28.9M	Buy	353,420 +22,824	+7%	+$1.98M	0.42%	78
2023 Q2	$28.2M	Sell	330,596 -23,288	-7%	-$1.99M	0.41%	80
2023 Q1	$31.1M	Sell	353,884 -4,322	-1%	-$403K	0.47%	71
2022 Q4	$30.5M	Buy	358,206 +240,707	+205%	+$20.5M	0.48%	76
2022 Q3	$9.28M	Buy	117,499 +114,393	+3,683%	+$9.64M	0.16%	120
2022 Q2	$236K	Buy	+3,106	New	+$254K	﹤0.01%	352

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Madison Asset Management's MS Position: Q2 2026 in Review

Madison Asset Management reduced its Morgan Stanley (MS) stake by 12% in Q2 2026, selling an estimated $992K and leaving 37,780 shares worth $7.9M. The position accounts for 0.09% of the portfolio, ranked #147.

Madison Asset Management first reported a position in MS in Q2 2022 and has held it in 17 quarters since. The position peaked at $32.6M in Q1 2024. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Madison Asset Management held 37,780 shares of Morgan Stanley worth $7.9M as of Q2 2026.
Madison Asset Management sold 5,010 Morgan Stanley shares in Q2 2026, an estimated $992K.
Morgan Stanley made up 0.09% of Madison Asset Management's portfolio in Q2 2026, its #147 holding.
Madison Asset Management first reported a position in Morgan Stanley in Q2 2022 and has held it in 17 quarters since.
Madison Asset Management's Morgan Stanley position peaked at $32.6M in Q1 2024.
2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Madison Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.